Family Office Services

What are Family Office Services?

Managing significant wealth can be complex and time-consuming. High-net-worth individuals and families often face challenges in effectively overseeing their assets, planning for the future, and ensuring legal compliance.

Our Family Office Services are designed to alleviate these burdens by providing comprehensive, tailored support. We offer solutions in wealth management, tax planning, estate planning, and more, all aimed at protecting, growing, and seamlessly transferring your wealth across generations.

Our Services

Our trusted family wealth management advisors offer a wide range of services to meet your specific needs. We tailor our services to support single and multi-family offices, ensuring all aspects of wealth management are covered. Our services include:

Family Office Establishment and Management: We help set up and manage single-family offices, multi-family offices, and virtual family offices
Governance and Asset Holding Structures: We create and manage governance, fiduciary, and asset holding structures to ensure efficient management of family wealth
Legal and Tax Liaison: We liaise with legal and tax professionals to ensure compliance and optimal tax strategies
Asset Holding and Protection: We provide services to hold and protect family assets, including high-value properties and investments
Investment Management and Allocation: We assist with investment management and allocation to maximise returns and manage risk
Executive Incentivisation and Reporting: We offer executive incentivisation plans and comprehensive reporting services
Multi-Asset Class Administration and Reporting: We manage and report on multiple asset classes, ensuring transparency and efficiency
Risk Management and Compliance: We provide risk management, compliance, and reporting services to safeguard family wealth
CFO Services: We offer Chief Financial Officer (CFO) support services tailored to your family office needs
ESG Services: We help integrate Environmental, Social, and Governance (ESG) criteria into your wealth management strategies
Luxury Asset Services: We manage luxury assets, including yachts, jets, and art collections

How Can We Help?

Our family office services are designed to simplify and enhance the management of your family's wealth. We understand the complexities of international business and the unique challenges high-net-worth families face. Here’s how we can help:

Design and Build Your Family Office: We assist in designing and building an effective family office that aligns with your financial goals and values. Our advisory services recommend the best structure for your needs and support future generations
Administration Services: Administrative tasks can be overwhelming. Our management services cover all your administration needs, including company secretary duties, CFO support, trustee management, asset management, and personal concierge services
Tailored Solutions: We invest the necessary time to understand your family's relationships and needs, providing customised solutions that address your specific pain points and add value
Comprehensive Wealth Management: Our family office team collaborates with leading tax advisors, investment managers, and law firms to offer a comprehensive range of wealth management services. These include family strategy and business planning, inheritance and estate planning, wealth management, succession planning, financial planning, company formation and management, luxury asset management, tax structuring, accounting, multi-generational planning, family governance advisory, and property management

At Equiom, we are dedicated to supporting your family's wealth management needs with passion, reliability, and responsiveness. Let us help you build a secure and prosperous future for your family and its legacy.

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing.